FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
National Financial Solutions Advisor I – Series 7 Required
Bank of America. leverage the Bank of America and Merrill offering model .
Posted 5/5/2026full-timeEast Providence • Rhode Island • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $85,000 per yearWebsite
About the role
Key responsibilities & impact- leverage the Bank of America and Merrill offering model
- provide advice to help clients achieve financial goals
- deliver client reviews/presentations with confidence
- collaborate with core banking and investment partners
Requirements
What you’ll need- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- comfortable in a sales role
- clear and confident communication with clients
- ability to manage complexity and prioritize tasks
- ability to adapt and learn on your feet
- thorough and able to incorporate regulatory due diligence
Benefits
Comp & perks- industry-leading benefits
- access to paid time off
- resources and support to our employees
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
clear communicationconfident communicationcollaborationability to manage complexityprioritizationadaptabilitylearning agility
Certifications
Series 7Series 66